Advisors at this firm
Heather R
CFP®, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Heather Rivas is a CFP® professional with three years of industry experience. She has been with River Wealth Advisors LLC since 2022 and previously worked at Psecu from 2015 to 2022. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.
Jennifer C
CFP®, Series 63, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Jennifer Collins is a CFP® with 20 years of industry experience and is currently with River Wealth Advisors LLC in Camp Hill, PA. She has been with the firm since 2015. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.
Benjamin D
CFP®, Series 63, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.
Jesse R
Series 65
Camp Hill, PA
River Wealth Advisors LLC
Jesse Robinson is a financial advisor with River Wealth Advisors LLC in Camp Hill, PA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at JMT, United Cerebral Palsy, and SEI Investments. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.
Bradford H
CFP®, Series 63
Camp Hill, PA
River Wealth Advisors LLC
Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.
Mark L
Series 63, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Mark Loomis is a financial advisor at River Wealth Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with River Wealth Advisors since 2016. Prior to that, he was retired for one year. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.
Edward O
CFA®, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Edward O’Gorman is a CFA® charterholder and holds a Series 65 license, with 16 years of industry experience. He has been with River Wealth Advisors LLC since 2014. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process and manages certain strategies through proprietary model portfolios.
William F
Series 63, Series 65
Camp Hill, PA
River Wealth Advisors LLC
William Fenimore is a financial advisor at River Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Financial Group, LLC for 17 years before joining River Wealth Advisors and Kenmar Securities, LLC. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.
Debra H
Series 65
Allentown, PA
River Wealth Advisors LLC
Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.
Eric W
CFP®, Series 66
Allentown, PA
River Wealth Advisors LLC
Eric Wiegand is a CFP® with 19 years of industry experience, currently serving at River Wealth Advisors LLC since 2020. His prior experience includes roles at BB&T Securities, BB&T Investments, BB&T Bank, and Charles Schwab. He serves as a board member of Cay Galgon Life House, a shelter supporting homeless mothers and babies in the Lehigh Valley. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.
Ralph M
Series 65, Series 66
Camp Hill, PA
River Wealth Advisors LLC
Ralph Manna is a financial advisor with River Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at River Wealth Advisors since 2019 and previously spent 13 years at Roof Advisory Group, Inc. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach that tailors portfolios to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.
Andrew O
CFP®, Series 63, Series 65
Camp Hill, PA
River Wealth Advisors LLC
Andrew O’Gorman is a CFP® with six years of industry experience and is currently a financial advisor at River Wealth Advisors LLC. His prior experience includes a role at Axa Advisors, LLC, and he spent four years at Mercyhurst University. River Wealth Advisors LLC offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.
Judith S
Series 66
Allentown, PA
River Wealth Advisors LLC
Judith Savchak is a financial advisor at River Wealth Advisors LLC with eight years of industry experience and holds a Series 66 designation. She has worked at River Wealth Advisors since 2019 and previously held roles at BB&T Securities, BB&T Investment Services, BB&T Bank, and National Penn. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to individual risk tolerance, time horizon, and liquidity needs.
Jay J
Series 65
Camp Hill, PA
River Wealth Advisors LLC
Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment products.